More Cost Effective Than You Might Think!
Even though nobody likes to talk about it or admit it, the fact of the matter is, most people do not have enough life insurance. A complete, professional review of your life insurance, whether it is for your family or for your business, is very important for those who depend on you financially. We can tailor a plan to fit your needs both from a price and a coverage standpoint.
We are happy to work with your CPA or attorney to make sure you have properly drafted wills, trusts, and other documents to ensure that your estate passes on to your heirs in the most tax efficient manner that is allowable within the law, and that your heirs and/or your business are able to continue in a financially viable condition.
For helpful calculators and worksheets on how much life insurance you need.
Please call us at 603-647-9136 with any questions; we look forward to hearing from you!